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Lloyd Advisory Services’s McKesson MCK Stock Holding History

Lloyd Advisory Services’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Sell
30
-16
-35% -$12.7K 0.01% 306
2026
Q1 		$40.2K Sell
46
-1,359
-97% -$1.21M 0.01% 294
2025
Q4 		$1.15M Buy
+1,405
New +$1.15M 0.45% 37

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lloyd Advisory Services's MCK Position: Q2 2026 in Review

Lloyd Advisory Services reduced its McKesson (MCK) stake by 35% in Q2 2026, selling an estimated $12.7K and leaving 30 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Lloyd Advisory Services first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Lloyd Advisory Services held 30 shares of McKesson worth $22.7K as of Q2 2026.
  • Lloyd Advisory Services sold 16 McKesson shares in Q2 2026, an estimated $12.7K.
  • McKesson made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #306 holding.
  • Lloyd Advisory Services first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's McKesson position peaked at $1.15M in Q4 2025.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.